First Citizens Investor Services, Inc
About this Advisor
Robert Johnson is a financial advisor working out of Charlotte, North Carolina, who has been in the financial industry for 10 years. Johnson is currently employed by First Citizens Investor Services, Inc. Their career trajectory has included roles at Pnc Bank, Pnc Investments, First Citizen Investor Services and First Citizens Asset Management. Johnson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. First Citizens Investor Services, Inc is a registered investment business operating in Charlotte, North Carolina. It has offices in 72 locations and a total of 175 people on staff. It oversees $981 million in total assets between its 3,584 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 3,584 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on the type of services offered. However, fee types charged by First Citizens Investor Services, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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First Citizens Investor Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Johnson Work History
Robert has 10 years of experience.
First Citizen Investor Services
First Citizens Asset Management
Robert Johnson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at First Citizens Investor Services, Inc
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.